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We brighten up and secure your future with our wealth management solutions.

Our Services

Financial Planning

  • Cash flow management
  • Retirement planning
  • Tax consultation

Wealth Management

  • Trust and estate services
  • Discretionary investment
  • Global asset allocation

Risk Management

  • Shareholder/employee benefits
  • Personal liability coverage
  • General insurance

Business Continuation Planning

  • Shareholder benefits
  • Buy-sell agreement
  • Business succession

Retirement & Estate Planning

  • Individual retirement strategy
  • Corporate investment strategy
  • Planned giving

Investment Management

  • Diversified asset classes
  • Customized portfolio
  • Tactical re-balancing

Our Story

We are a Toronto-based wealth management company known for holistic wealth management and financial planning solutions that are unbiased, diversified and independent. 

We work for just one interest: Yours.

We have just one focus: Your wealth’s wellness

We brighten up and secure your future with our wealth management solutions.

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Investment Management

From understanding your life goals and preferences to construct a well diversified investment portfolio that suits your life, we work with our clients to determine the most suitable choice in each and every industry, and personalize their investment plans. 

Wealth Management

Wealth management is actually a lot more sophisticated than it sounds. Piece by piece, topic by topic, we work with our clients to understand and prepare for their financial future. Wealth management is a delicate issue. 

Contact Us

(416) 441-9630

1500 Don Mills Rd, Toronto